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Visibility on Form Submission
Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.
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Sharing a sheet via an automation
Would be great if it were possible to write an automation which would automatically share the sheet with people named in cells in the sheet. Ideally with controls to editing rights, etc. Certain reports we make need to be shared with three particular individuals in the organisation but are intended to be confidential. At…
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Notify SS users of past-due items with consolidated list of action items
What's the best process for notifying people on past-due items? We want to set up one email notification per action item/owner or one with a consolidated list of action items per owner. Would it be possible to group them into two sections in the email, one for past-due items and one for upcoming items within the next few…
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Can I create a report from google sheet file?
I'm looking to transfer some information from google sheets into smartsheets report so later on I can do a dashboard inluding different information. The file in question is a tab with Pivot table from different tab See example below is this even possible? Regards Marcin
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Conditional copying of rows from one sheet to another
I am building an inspection sheet and form where our operations team will be able to mark pass/fail through a checklist. If something "fails", I want that specific row in the inspection sheet to be copied over to another project tracking sheet. These two sheets will necessitate different fields. Upon the specified…
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Merged: Add update request functionality to approval requests
This discussion has been merged.
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Approval Requests - edit and delete like Update Requests
The Approval Request feature (Approval Requests | Smartsheet Learning Center) is lacking some of the functionality of the Update Request feature (Update Requests | Smartsheet Learning Center). I want to edit or delete an Approval Request that is pending on the row, the same way I can edit or delete a pending Update…
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Platform/ account name for autoemails
How do I change the name that is tied to our account and listed on automation smartsheet emails? I have automations set up to alert people in our company, but instead of the email looking like it is coming from me, it looks like one our IT guys sent it and they are reaching out to him with updates. In our account settings…
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Global Workflows / Single Interface for same workflow on multiple projects
We have created a simple workflow that informs us on Assignemtn changes via E-Mail. Due to the fact that workflows sit inside a sheet, we now have to update every workflow in every sheet when there is a change needed to the flow. This is already super tedious with 25 projects and growing. Tbh, it should be a no-brainer…
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A Template that is more friendly way to set this up
I hope that my screenshot is helpful, but i am still using new tools in Smartsheets, but i was wondering if anyone had any idea of a way I can set up my 1x1 meetings, per supervisor in Smartsheets. So i have 3 departments, and each department has about 12 supervisors each, and those supervisors have about 12-18 employees…